Use this as a working guide, not a passive read. Skim the sections, copy the frameworks, then connect the advice to a real role, interview, call, or account you are working on this week.
Start with a free resourceDownload the free MEDDIC evidence checklistNo signup required. Browse the free resource library
Put this guide to work
The Discovery Playbook
$19 USD · One-time purchase · Downloadable PDF
Preview this playbookMEDDIC is a qualification framework for complex sales. It helps you understand whether a deal is real, who cares, and what it will take to close.
The Pieces
- Metrics: the measurable business impact
- Economic buyer: the person with final financial authority
- Decision criteria: what the customer will judge
- Decision process: the steps to buy
- Identify pain: the problem strong enough to create change
- Champion: the person who sells when you are not in the room
Questions That Reveal Evidence
Use the framework to prepare and inspect a conversation, rather than reading six categories aloud. Ask a question, listen to the answer, and follow the buyer's language.
- Metrics: How often does this happen, and what does each occurrence cost in time or money? Who can validate that estimate?
- Economic buyer: Who can approve this investment, and what result would justify it for them?
- Decision criteria: What must a solution demonstrate before your team would recommend it?
- Decision process: What happens after the evaluation, who participates, and which dates are fixed?
- Identify pain: What happens if the team continues with the current process for another quarter?
- Champion: Who has a reason to drive this change internally, and what have they done to move it forward?
Avoid treating a friendly contact as a confirmed champion. Look for observable action, influence, and a personal stake in the outcome. A job title alone does not prove purchasing authority either.
Worked Example: A SaaS Reporting Deal
This is a fictional practice scenario, not a customer result. An operations manager says eight analysts spend three hours each week compiling reports. That gives you a provisional baseline of 24 hours per week. It does not prove your product will eliminate all 24 hours or that those hours convert directly into cash savings.
Your notes might read: pain confirmed by the manager; time estimate awaiting analyst validation; finance approval required; integration and access controls named as decision criteria; evaluation steps still unknown. The manager has arranged a technical meeting, which is useful evidence of engagement, but has not yet demonstrated influence over the budget decision.
The next step is a working session with an analyst and the evaluation owner. Confirm the baseline, agree which reporting tasks a pilot can test, and ask the buyer to explain the approval sequence. Do not raise the forecast just because the demo went well.
Keep Facts, Assumptions, and Gaps Separate
Download the free MEDDIC evidence checklist. For each element, record the buyer's evidence, its source and date, what remains unknown, an owner, and the next validation step. Use role names in shared practice copies and follow your employer's rules for customer information.
In a weekly review, select the most consequential gap rather than trying to fill every box equally. No quantified pain calls for a baseline discussion. No buying process calls for process mapping. No access to authority calls for a conversation about how the sponsor can secure the required participation. Mark unknowns explicitly instead of replacing them with seller confidence.
MEDDIC vs. MEDDPICC
MEDDPICC extends the framework to include Paper Process and Competition. Contracting, legal review, security approval, and alternatives can matter even when the business case is strong. See MEDDICC's methodology explanation for its terminology. This independent introduction is not an official certification or a substitute for your team's qualification process.
Use the MEDDPICC scorecard when you need that broader inspection. Pair it with discovery questions to plan the conversation, then build a mutual action plan around steps the buyer has actually agreed to.
Put this guide to work
The Discovery Playbook
Understand the customer’s workflow, test impact, and clarify the next decision.
$19 USD · One-time purchase · Downloadable PDF
Preview this playbookRead the sample and see what is included before you buy.
Need the broader set? Compare The Deal Execution Bundle for $39. Includes this book.